Hilton Grand Vacations (HGV)
Market Price (3/28/2026): $37.5 | Market Cap: $3.2 BilSector: Consumer Discretionary | Industry: Hotels, Resorts & Cruise Lines
Hilton Grand Vacations (HGV)
Market Price (3/28/2026): $37.5Market Cap: $3.2 BilSector: Consumer DiscretionaryIndustry: Hotels, Resorts & Cruise Lines
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 41% | Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -74% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 221% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech. | Key risksHGV key risks include [1] a substantial debt burden that increases its vulnerability to rising consumer loan delinquencies and [2] significant financial and reputational exposure to fraudulent third-party timeshare resale activities. |
| Low stock price volatilityVol 12M is 41% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech. |
| Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -74% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 221% |
| Key risksHGV key risks include [1] a substantial debt burden that increases its vulnerability to rising consumer loan delinquencies and [2] significant financial and reputational exposure to fraudulent third-party timeshare resale activities. |
Qualitative Assessment
AI Analysis | Feedback
1. Hilton Grand Vacations (HGV) reported a significant miss on its Q4 2025 earnings and revenue estimates. The company's adjusted diluted EPS was $0.88, falling short of the consensus estimate of $1.05 by $0.17, representing a 16.2% miss. Additionally, quarterly revenue came in at $1.33 billion, below analyst expectations of $1.38 billion, a 3.6% miss.
2. The company provided a cautious outlook for Q1 2026 and anticipated a decline in 'Volume Per Guest' (VPG). Management projected Q1 2026 contract sales and Adjusted EBITDA to be flat to slightly down, and expected VPG to decrease slightly due to lapping elevated growth rates from 2025.
Show more
Stock Movement Drivers
Fundamental Drivers
The -11.6% change in HGV stock from 11/30/2025 to 3/27/2026 was primarily driven by a -44.4% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.83 | 37.88 | -11.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,998 | 5,047 | 1.0% |
| Net Income Margin (%) | 1.1% | 1.6% | 51.3% |
| P/E Multiple | 71.4 | 39.7 | -44.4% |
| Shares Outstanding (Mil) | 88 | 85 | 4.1% |
| Cumulative Contribution | -11.6% |
Market Drivers
11/30/2025 to 3/27/2026| Return | Correlation | |
|---|---|---|
| HGV | -11.6% | |
| Market (SPY) | -5.3% | 51.0% |
| Sector (XLY) | -10.4% | 56.9% |
Fundamental Drivers
The -20.3% change in HGV stock from 8/31/2025 to 3/27/2026 was primarily driven by a -47.8% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 47.52 | 37.88 | -20.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,004 | 5,047 | 0.9% |
| Net Income Margin (%) | 1.1% | 1.6% | 40.9% |
| P/E Multiple | 76.0 | 39.7 | -47.8% |
| Shares Outstanding (Mil) | 91 | 85 | 7.5% |
| Cumulative Contribution | -20.3% |
Market Drivers
8/31/2025 to 3/27/2026| Return | Correlation | |
|---|---|---|
| HGV | -20.3% | |
| Market (SPY) | 0.6% | 49.1% |
| Sector (XLY) | -8.5% | 58.4% |
Fundamental Drivers
The -11.7% change in HGV stock from 2/28/2025 to 3/27/2026 was primarily driven by a -20.3% change in the company's Net Income Margin (%).| (LTM values as of) | 2282025 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.90 | 37.88 | -11.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,716 | 5,047 | 7.0% |
| Net Income Margin (%) | 2.0% | 1.6% | -20.3% |
| P/E Multiple | 45.6 | 39.7 | -13.1% |
| Shares Outstanding (Mil) | 101 | 85 | 19.1% |
| Cumulative Contribution | -11.7% |
Market Drivers
2/28/2025 to 3/27/2026| Return | Correlation | |
|---|---|---|
| HGV | -11.7% | |
| Market (SPY) | 9.8% | 64.8% |
| Sector (XLY) | -1.3% | 69.8% |
Fundamental Drivers
The -20.7% change in HGV stock from 2/28/2023 to 3/27/2026 was primarily driven by a -83.1% change in the company's Net Income Margin (%).| (LTM values as of) | 2282023 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 47.74 | 37.88 | -20.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,681 | 5,047 | 37.1% |
| Net Income Margin (%) | 9.5% | 1.6% | -83.1% |
| P/E Multiple | 16.4 | 39.7 | 142.4% |
| Shares Outstanding (Mil) | 120 | 85 | 41.0% |
| Cumulative Contribution | -20.7% |
Market Drivers
2/28/2023 to 3/27/2026| Return | Correlation | |
|---|---|---|
| HGV | -20.7% | |
| Market (SPY) | 69.4% | 54.4% |
| Sector (XLY) | 49.0% | 57.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HGV Return | 66% | -26% | 4% | -3% | 15% | -10% | 29% |
| Peers Return | 29% | -17% | 24% | 25% | 9% | 5% | 90% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| HGV Win Rate | 58% | 50% | 42% | 50% | 67% | 33% | |
| Peers Win Rate | 52% | 43% | 50% | 62% | 60% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| HGV Max Drawdown | -5% | -37% | -13% | -15% | -18% | -10% | |
| Peers Max Drawdown | -10% | -29% | -11% | -6% | -29% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: VAC, TNL, MAR, HLT, H.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)
How Low Can It Go
| Event | HGV | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -40.2% | -25.4% |
| % Gain to Breakeven | 67.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -69.8% | -33.9% |
| % Gain to Breakeven | 231.2% | 51.3% |
| Time to Breakeven | 331 days | 148 days |
| 2018 Correction | ||
| % Loss | -48.1% | -19.8% |
| % Gain to Breakeven | 92.7% | 24.7% |
| Time to Breakeven | 1,004 days | 120 days |
Compare to VAC, TNL, MAR, HLT, H
In The Past
Hilton Grand Vacations's stock fell -40.2% during the 2022 Inflation Shock from a high on 11/18/2021. A -40.2% loss requires a 67.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Hilton Grand Vacations (HGV)
AI Analysis | Feedback
```html- NetJets for luxury vacation properties.
- Soho House for Hilton vacation properties.
AI Analysis | Feedback
- Vacation Ownership Interests (Timeshares): The sale of fractional ownership intervals in vacation properties.
- Timeshare Loan Financing: Providing financing and servicing loans for customers purchasing vacation ownership interests.
- Resort and Club Management: Managing the operations of vacation ownership resorts and points-based vacation clubs.
- Club Membership Services: Offering exchange, leisure travel, and reservation services through its various vacation club programs.
- Vacation Property Rentals: Renting out available inventory from its resort properties and club exchange programs.
AI Analysis | Feedback
Hilton Grand Vacations (HGV) primarily sells its vacation ownership interests and services directly to individual consumers, rather than to other companies. Based on the company description, its major customer categories can be described as:
-
Individuals Acquiring New Vacation Ownership Interests: This category includes individual consumers and families who are purchasing timeshare intervals, points, or other vacation ownership interests directly from Hilton Grand Vacations for the first time, or those who are expanding their current ownership portfolio with HGV.
-
Existing Members of HGV's Vacation Clubs: This comprises the approximately 333,000 individuals who are already members of the Hilton Grand Vacations Club, Hilton Club exchange programs, and Diamond Clubs. These members pay annual fees, utilize club services like exchanges, leisure travel, and reservation services, and may also be customers for upgrades or additional vacation ownership purchases.
AI Analysis | Feedback
Hilton Worldwide Holdings Inc. (HLT)
AI Analysis | Feedback
Mark Wang, Chief Executive Officer
Mark Wang serves as Hilton Grand Vacations' (HGV) Chief Executive Officer and is a member of its Board of Directors. He joined Hilton in 1999 and held various senior management positions before being appointed President in March 2008. During his time as President of HGV, he also served on Hilton's executive committee as Executive Vice President and held a dual role as President of Global Sales for the hotel division from 2013 to 2014. Prior to joining HGV, Mr. Wang co-founded three independent timeshare companies, where he served as President and COO of each. He is recognized for introducing the U.S. timeshare product to the Japanese market in 1987.
Daniel J. Mathewes, President and Chief Financial Officer
Daniel J. Mathewes serves as Hilton Grand Vacations' (HGV) President and Chief Financial Officer, a role he assumed in 2024 after joining the company as CFO in 2018. Before his tenure at HGV, Mr. Mathewes held CFO positions at Virgin Hotels North America and The World (Residences at Sea). His career also includes senior finance roles at Kerzner (Atlantis/One&Only), Norwegian Cruise Line, and Royal Caribbean, and he began his professional journey at PwC.
Gordon Gurnik, Senior Executive Vice President, Chief Operating Officer
Gordon Gurnik joined Hilton Grand Vacations (HGV) in 2018 as Senior Executive Vice President, Chief Operating Officer. He is responsible for leading Resort Operations, Club, Rental and Yield Management, as well as Corporate Marketing. With over 30 years of experience in the timeshare industry, Mr. Gurnik previously served as President of RCI, a global leader in vacation exchange and travel services, where he was instrumental in advancing the company's strategic direction, operations, and growth for over 3.8 million member families and 4,300 vacation ownership resorts.
Charles R. Corbin, Executive Vice President, Chief Legal Officer, and General Counsel
Charles R. Corbin serves as Hilton Grand Vacations' (HGV) Executive Vice President, Chief Legal Officer, and General Counsel. He also holds the position of Secretary for the company.
Derek De Salvia, Executive Vice President & Chief Customer Officer
Derek De Salvia is the Executive Vice President & Chief Customer Officer at Hilton Grand Vacations (HGV). In this role, he is responsible for Club Service, Inventory Management, Resort Operations, Customer Enablement, and Brand Standard functions. Prior to joining HGV in 2019, he served as Senior Vice President of Sales Operations & Business Development at HGV and also held the position of Vice President of Sales at Disney Vacation Club.
AI Analysis | Feedback
The key risks to Hilton Grand Vacations (HGV) primarily stem from its reliance on consumer discretionary spending, the evolving nature of the timeshare industry, and the financial and operational challenges associated with its debt and recent acquisitions.
-
Macroeconomic Pressures and Impact on Consumer Discretionary Spending: Hilton Grand Vacations' business is highly sensitive to overall economic conditions, including economic downturns, inflation, and rising interest rates. These factors can significantly reduce consumer discretionary income, impacting the demand for timeshare products and leading to lower sales and reduced average transaction values. Furthermore, HGV's business model involves financing customer purchases, making it vulnerable to rising loan delinquencies and higher default rates on its timeshare financing receivables, which could adversely affect its securitization programs.
-
Evolving Consumer Preferences and Competition: The long-term viability of the traditional timeshare model faces challenges from evolving consumer preferences and increasing competition from flexible, on-demand vacation options such as short-term rentals, hotels, and other alternative travel clubs. Many consumers perceive timeshares as poor investments due to factors like rapidly increasing maintenance fees, the difficulty of exiting contracts, and low resale values, which can deter potential buyers and impact HGV's market share and profitability.
-
High Debt Levels and Acquisition Integration Risks: Hilton Grand Vacations carries a significant debt load, which is typical for the timeshare industry but exposes the company to interest rate risks that could increase its debt service obligations. Additionally, the company has undertaken substantial acquisitions, such as Diamond Resorts and Bluegreen Vacations. The complex process of integrating these acquired operations is taking longer than initially anticipated, creating execution risks and potentially incurring substantial costs and expenses beyond what was foreseen. Failure to successfully integrate these businesses could hinder the realization of anticipated cost savings, synergies, and growth benefits.
AI Analysis | Feedback
null
AI Analysis | Feedback
The addressable market for Hilton Grand Vacations' main products and services, primarily vacation ownership (timeshares), can be assessed both globally and within the United States. The global vacation ownership market was valued at approximately USD 12.7 billion in 2024. This market is projected to reach USD 25.1 billion by 2032, growing at a compound annual growth rate (CAGR) of 7.9% from 2024 to 2032. Focusing on the United States, which is a significant region for Hilton Grand Vacations, the North American market accounted for nearly 41% of the global market share in 2024. The U.S. timeshare industry's sales volume reached $10.6 billion in 2023.AI Analysis | Feedback
Hilton Grand Vacations (HGV) is anticipated to experience future revenue growth over the next 2-3 years, driven by several strategic initiatives and market trends:
-
Growth in Vacation Ownership Interval (VOI) Sales: The sale of vacation ownership intervals remains the primary revenue component and a key growth driver for Hilton Grand Vacations. The company reported a 9% year-over-year increase in sales of VOIs in Q4 2025 and expects low single-digit contract sales growth for the full year 2026. This growth is supported by increased tour flow and a focus on acquiring new buyers.
-
Expansion and Enhanced Engagement of HGV Max Membership: The HGV Max membership program is a significant contributor to revenue growth. It has surpassed expectations, leading to a more than 20% increase in the lifetime value of Max members compared to non-Max members. Management expects to sustain this momentum through new member growth and owner upgrades, further enhancing the value proposition of the program.
-
Strategic Acquisitions and Realized Synergies: The successful integration of acquisitions, such as Bluegreen Vacations (completed in January 2024), has led to $100 million in cost synergies, achieved ahead of schedule. These integrations expand the company's member base and market presence, creating opportunities for increased VOI sales and club management fees from a larger customer pool.
-
Evolving Product Offerings and Increased Lead Generation: Hilton Grand Vacations is investing in expanding its lead generation capabilities and continuously evolving its product offerings to strengthen its value proposition. This includes introducing new benefits and developing properties that cater to shifting consumer preferences, such as the reported strong growth at its American Place property. There is also a favorable market trend where wealthy individuals are increasingly spending on experiences and services, which benefits the timeshare industry.
AI Analysis | Feedback
Share Repurchases
- Hilton Grand Vacations repurchased $600 million of shares in 2025.
- In the fourth quarter of 2025, the company repurchased 3.5 million shares of common stock for $150 million.
- As of February 19, 2026, the company had $339 million remaining under its 2025 share repurchase program. A new program authorizing up to $600 million over two years was approved on July 29, 2025.
Share Issuance
- In August 2025, there was a secondary public offering of 7,000,000 shares of the Company's common stock held by certain entities managed by affiliates of Apollo Global Management, Inc.; Hilton Grand Vacations did not sell any shares and did not receive any proceeds from this offering.
Outbound Investments
- On January 17, 2024, HGV completed the all-cash acquisition of Bluegreen Vacations Holding Corporation for $1.6 billion.
Capital Expenditures
- Total VOI inventory spending was $369 million for the full year 2025.
- Total VOI inventory spending was $445 million for the full year 2024.
- Capital expenditures primarily focus on technology, buildings, and leasehold improvements to support sales and marketing locations, resort operations, and corporate activities, along with renovations of existing assets to maintain competitiveness.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to HGV.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | MBLY | Mobileye Global | Dip Buy | DB | Cash/EquityDip Buyer with High Net Cash % EquityBuying dips for companies with significant net cash as a % of market cap along with meaningful cash flow generation | 0.0% | 0.0% | 0.0% |
| 02202026 | SAH | Sonic Automotive | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -5.9% | -5.9% | -6.1% |
| 02132026 | MAT | Mattel | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 2.9% | 2.9% | 0.0% |
| 02132026 | SONO | Sonos | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -0.7% | -0.7% | -4.6% |
| 02062026 | DECK | Deckers Outdoor | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.6% | 1.6% | -0.8% |
| 11302023 | HGV | Hilton Grand Vacations | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 19.8% | 23.7% | -0.8% |
| 06302022 | HGV | Hilton Grand Vacations | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 7.7% | 27.2% | -7.9% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 105.00 |
| Mkt Cap | 8.9 |
| Rev LTM | 6,074 |
| Op Inc LTM | 618 |
| FCF LTM | 341 |
| FCF 3Y Avg | 401 |
| CFO LTM | 510 |
| CFO 3Y Avg | 544 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.2% |
| Rev Chg 3Y Avg | 7.3% |
| Rev Chg Q | 4.8% |
| QoQ Delta Rev Chg LTM | 1.2% |
| Op Mgn LTM | 13.7% |
| Op Mgn 3Y Avg | 15.8% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 9.1% |
| CFO/Rev 3Y Avg | 10.6% |
| FCF/Rev LTM | 6.5% |
| FCF/Rev 3Y Avg | 7.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 8.9 |
| P/S | 1.5 |
| P/EBIT | 14.0 |
| P/E | 25.8 |
| P/CFO | 29.4 |
| Total Yield | 2.4% |
| Dividend Yield | 0.6% |
| FCF Yield 3Y Avg | 3.2% |
| D/E | 0.8 |
| Net D/E | 0.8 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -9.1% |
| 3M Rtn | -2.8% |
| 6M Rtn | 6.4% |
| 12M Rtn | 20.8% |
| 3Y Rtn | 71.7% |
| 1M Excs Rtn | -2.7% |
| 3M Excs Rtn | 5.3% |
| 6M Excs Rtn | 10.8% |
| 12M Excs Rtn | 8.3% |
| 3Y Excs Rtn | 4.8% |
Price Behavior
| Market Price | $37.88 | |
| Market Cap ($ Bil) | 3.3 | |
| First Trading Date | 12/13/2016 | |
| Distance from 52W High | -26.8% | |
| 50 Days | 200 Days | |
| DMA Price | $44.71 | $44.20 |
| DMA Trend | up | down |
| Distance from DMA | -15.3% | -14.3% |
| 3M | 1YR | |
| Volatility | 36.5% | 41.5% |
| Downside Capture | 1.07 | 1.14 |
| Upside Capture | 127.91 | 135.59 |
| Correlation (SPY) | 56.4% | 62.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.72 | 1.81 | 1.52 | 1.46 | 1.44 | 1.32 |
| Up Beta | 0.46 | 1.81 | 1.80 | 1.67 | 1.47 | 1.35 |
| Down Beta | 1.80 | 1.84 | 1.53 | 1.52 | 1.21 | 1.26 |
| Up Capture | 250% | 190% | 166% | 120% | 191% | 155% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 11 | 20 | 31 | 64 | 118 | 357 |
| Down Capture | 165% | 171% | 127% | 146% | 133% | 109% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 10 | 20 | 29 | 59 | 130 | 390 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HGV | |
|---|---|---|---|---|
| HGV | -2.5% | 41.5% | 0.04 | - |
| Sector ETF (XLY) | 4.6% | 23.6% | 0.13 | 68.3% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 62.9% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | -11.9% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 15.9% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 50.1% |
| Bitcoin (BTCUSD) | -21.0% | 44.0% | -0.41 | 27.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HGV | |
|---|---|---|---|---|
| HGV | -0.4% | 37.8% | 0.09 | - |
| Sector ETF (XLY) | 5.6% | 23.7% | 0.20 | 61.7% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 59.4% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | -0.4% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 15.6% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 48.7% |
| Bitcoin (BTCUSD) | 4.7% | 56.6% | 0.30 | 25.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HGV | |
|---|---|---|---|---|
| HGV | 4.7% | 42.6% | 0.27 | - |
| Sector ETF (XLY) | 11.6% | 21.9% | 0.49 | 61.2% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 60.7% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | -0.7% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 24.0% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 53.8% |
| Bitcoin (BTCUSD) | 66.9% | 66.8% | 1.06 | 18.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/26/2026 | -3.5% | -8.1% | -17.0% |
| 10/30/2025 | -6.7% | -6.4% | -4.1% |
| 7/31/2025 | -11.7% | -12.6% | -6.0% |
| 2/27/2025 | 4.9% | 3.1% | -6.5% |
| 11/7/2024 | 3.5% | 8.8% | 4.1% |
| 8/8/2024 | -7.8% | -8.4% | -5.3% |
| 5/9/2024 | -0.6% | -0.7% | -6.8% |
| 2/29/2024 | -7.7% | -5.3% | -2.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 9 | 6 |
| # Negative | 13 | 10 | 13 |
| Median Positive | 4.2% | 3.6% | 7.1% |
| Median Negative | -4.5% | -7.3% | -6.0% |
| Max Positive | 7.1% | 13.2% | 37.8% |
| Max Negative | -11.7% | -15.0% | -17.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 03/03/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/26/2026 | Prior: Q3 2025 Earnings Reported 10/30/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA attributable to stockholders | 1.19 Bil | 1.21 Bil | 1.23 Bil | 5.2% | Raised | Guidance: 1.15 Bil for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hernandez, Carlos | See Remarks | Direct | Sell | 11102025 | 39.99 | 2,867 | 114,651 | 453,087 | Form |
| 2 | Corbin, Charles R Jr | See Remarks | Direct | Sell | 11042025 | 41.81 | 30,426 | 1,272,172 | 2,520,009 | Form |
| 3 | Wang, Mark D | See Remarks | Direct | Sell | 8292025 | 47.34 | 46,364 | 2,194,872 | 37,951,579 | Form |
| 4 | Corbin, Charles R Jr | See Remarks | Direct | Sell | 5132025 | 38.78 | 51,000 | 1,977,780 | 2,337,271 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.